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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

Quarter ended Q1 2024 · Filed April 18, 2024 · Accession 0001021642-24-000002

Total Value
$11.4M
Positions
769
Other Managers
10
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT530,309$223,1122.01%
2SAIA INCSAIA354,494$207,3791.87%
3NVIDIA CORPNVDA201,716$182,2631.64%
4AMAZON.COM INCAMZN986,242$177,8981.61%
5MONOLITHIC POWER SYSTEMS INC609839105237,212$160,6921.45%
6ALPHABET INC-CL AGOOG1,062,617$160,3811.45%
7JP MORGAN CHASE & COVYLD731,541$146,5281.32%
8THE WALT DISNEY CO2546871061,117,588$136,7481.23%
9OREILLY AUTOMOTIVE INC67103H107117,806$132,9891.20%
10SHERWIN WILLIAMSSHW378,636$131,5121.19%
11DANAHER CORP235851102505,237$126,1681.14%
12INTERCONTINENTAL EXCHANGE INC45866F104904,094$124,2501.12%
13ZOETIS INCZTS722,964$122,3331.10%
14BERKSHIRE HATHAWAY INC CL BBRK-A284,081$119,4621.08%
15ACCENTURE LTD CL AACN340,307$117,9541.06%
16KINSALE CAPITAL GROUP INC49714P108210,511$110,4641.00%
17DEXCOM INCDXCM789,637$109,5230.99%
18ON SEMICONDUCTOR CORPORATIONON1,467,915$107,9650.97%
19UNION PACIFICUNP420,099$103,3150.93%
20SALESFORCE.COM INCCRM339,860$102,3590.92%
21ESTEE LAUDER COS CL A518439104651,497$100,4280.91%
22SNOWFLAKE INC-CLASS ASNOW593,310$95,8790.87%
23PROLOGIS INCPLDGP616,225$80,2450.72%
24MICROSOFT CORPMSFT184,840$77,7660.70%
25KOSMOS ENERGY LTDKOS12,145,624$72,3880.65%
26SAIA INCSAIA113,891$66,6260.60%
27NVIDIA CORPNVDA71,545$64,6450.58%
28HESS CORPHESM423,429$64,6320.58%
29AMAZON.COM INCAMZN350,004$63,1340.57%
30DOORDASH INC - ADASH453,625$62,4730.56%
31SAIA INCSAIA105,675$61,8200.56%
32ELEMENT SOLUTIONS INCESI2,462,894$61,5230.56%
33MICROSOFT CORPMSFT136,563$57,4550.52%
34ALPHABET INC-CL AGOOG371,675$56,0970.51%
35MONOLITHIC POWER SYSTEMS INC60983910578,905$53,4520.48%
36JP MORGAN CHASE & COVYLD249,280$49,9310.45%
37INSTALLED BUILDING PRODUCTS45780R101192,291$49,7510.45%
38INSIGHT ENTERPRISES INCNSIT264,240$49,0220.44%
39THE WALT DISNEY CO254687106391,930$47,9570.43%
40NVIDIA CORPNVDA52,852$47,7550.43%
41TECHNIPFMC PLCFTI1,888,315$47,4160.43%
42OREILLY AUTOMOTIVE INC67103H10741,769$47,1520.43%
43AMAZON.COM INCAMZN258,581$46,6430.42%
44CONSTELLIUM SECSTM2,104,824$46,5380.42%
45SHERWIN WILLIAMSSHW132,850$46,1430.42%
46MONOLITHIC POWER SYSTEMS INC60983910567,675$45,8440.41%
47ROYAL CARIBBEAN CRUISES LTDV7780T103323,360$44,9500.41%
48DANAHER CORP235851102179,565$44,8410.40%
49WESTERN ALLIANCE BANCORPWAL-PA685,755$44,0190.40%
50CORE & MAIN INC-CLASS ACNM762,767$43,6680.39%
51INTERCONTINENTAL EXCHANGE INC45866F104317,110$43,5800.39%
52NASDAQ INCNDAQ685,645$43,2640.39%
53KIRBY CORPKEX453,492$43,2270.39%
54ZOETIS INCZTS252,205$42,6760.39%
55IQIVA HOLDINGS INCIQV168,597$42,6360.38%
56BERKSHIRE HATHAWAY INC CL BBRK-A100,815$42,3950.38%
57DIAMONDBACK ENERGY INCFANG213,030$42,2160.38%
58ALPHABET INC-CL AGOOG278,445$42,0260.38%
59MONOLITHIC POWER SYSTEMS INC60983910561,520$41,6750.38%
60ACCENTURE LTD CL AACN119,380$41,3780.37%
61COMERICA INC200340107747,445$41,1020.37%
62FIRST AMERICAN FINL CORP31847R102663,691$40,5180.37%
63JANUS INTERNATIONAL GROUP INJBI2,599,360$39,3280.35%
64DEXCOM INCDXCM277,175$38,4440.35%
65ZIONS BANCORP989701107883,590$38,3480.35%
66KINSALE CAPITAL GROUP INC49714P10872,245$37,9100.34%
67ALAMO GROUP INCALG165,468$37,7810.34%
68JP MORGAN CHASE & COVYLD186,578$37,3720.34%
69VULCAN MATERIALS CO929160109136,365$37,2170.34%
70BEACON ROOFING SUPPLY INC073685109377,812$37,0330.33%
71ALLSTATE CORPALL-PJ213,560$36,9480.33%
72FABRINETFN194,431$36,7510.33%
73SALESFORCE.COM INCCRM120,500$36,2920.33%
74ON SEMICONDUCTOR CORPORATIONON490,460$36,0730.33%
75UNION PACIFICUNP146,540$36,0390.33%
76THE WALT DISNEY CO254687106293,344$35,8940.32%
77SKYLINE CHAMPION CORPSKY419,787$35,6860.32%
78ESTEE LAUDER COS CL A518439104228,480$35,2200.32%
79MSCI INCMSCI62,810$35,2020.32%
80OREILLY AUTOMOTIVE INC67103H10730,861$34,8380.31%
81SHERWIN WILLIAMSSHW99,318$34,4960.31%
82MARVELL TECHNOLOGY GROUP LTDMRVL480,250$34,0400.31%
83CHEMOURS CO/THECC1,291,036$33,9030.31%
84CENTENNIAL RESOURCE DEVELO-APR1,908,556$33,7050.30%
85SNOWFLAKE INC-CLASS ASNOW208,100$33,6290.30%
86DANAHER CORP235851102134,435$33,5710.30%
87SAIA INCSAIA56,820$33,2400.30%
88INTERCONTINENTAL EXCHANGE INC45866F104237,294$32,6110.29%
89STAG INDUSTRIAL INC85254J102846,827$32,5520.29%
90SELECTIVE INSURANCE GROUP816300107297,206$32,4460.29%
91CORTEVA INCCTVA561,935$32,4070.29%
92ULTA BEAUTY INCULTA61,875$32,3530.29%
93ZOETIS INCZTS191,111$32,3380.29%
94LANDSTAR SYSTEM INCLSTR167,036$32,1980.29%
95BERKSHIRE HATHAWAY INC CL BBRK-A74,491$31,3250.28%
96ACCENTURE LTD CL AACN89,384$30,9810.28%
97ARTISAN PARTNERS ASSET MGMT CL A04316A108660,840$30,2470.27%
98MATERION CORPMTRN228,345$30,0840.27%
99CACI INTERNATIONAL INC CL A12719030479,120$29,9730.27%
100RAMBUS INCRMBS484,192$29,9280.27%
101OASIS PETROLEUM INCCHRD167,220$29,8050.27%
102ELEMENT SOLUTIONS INCESI1,190,330$29,7340.27%
103CUSHMAN & WAKEFIELD PLCCWK2,826,635$29,5670.27%
104REINSURANCE GRP OF AMERI-A759351604151,245$29,1720.26%
105TFI INTERNATIONAL INC87241L109181,080$28,8750.26%
106DEXCOM INCDXCM207,506$28,7810.26%
107EVERCORE PARTNERS INC-CL AEVR149,225$28,7390.26%
108KINSALE CAPITAL GROUP INC49714P10854,749$28,7290.26%
109ON SEMICONDUCTOR CORPORATIONON387,076$28,4690.26%
110NATIONAL RETAIL PROPERTIES INCNNN665,375$28,4380.26%
111APOLLO GLOBAL MANAGEMENT INC03769M106251,994$28,3370.26%
112ASGN INCASGN270,427$28,3300.26%
113TYLER TECHNOLOGIES INCTYL66,425$28,2310.25%
114RED ROCK RESORTS INC-CLASS ARRR469,890$28,1090.25%
115AXALTA COATING SYSTEMS LTDAXTA813,845$27,9880.25%
116PROLOGIS INCPLDGP213,160$27,7580.25%
117EXTRA SPACE STORAGEEXR186,360$27,3950.25%
118UNION PACIFICUNP111,044$27,3090.25%
119SKECHERS USA INC830566105442,533$27,1100.24%
120KOSMOS ENERGY LTDKOS4,544,358$27,0840.24%
121MATADOR RESOURCES COMTDR404,220$26,9900.24%
122SALESFORCE.COM INCCRM89,030$26,8140.24%
123NVENT ELECTRIC PLCNVT354,940$26,7620.24%
124GLOBUS MEDICAL INC - AGMED492,422$26,4140.24%
125ESTEE LAUDER COS CL A518439104170,971$26,3550.24%
126KFORCE INCKFRC372,953$26,3010.24%
127EASTGROUP PROPERTIES INC277276101146,305$26,3010.24%
128RUSH ENTERPRISES INC CL ARUSHB487,600$26,0960.24%
129MURPHY OIL USA INCMUR560,780$25,6280.23%
130PROSPERITY BANCSHARES INCPB388,890$25,5810.23%
131CADENCE BANK12740C103870,498$25,2440.23%
132SNOWFLAKE INC-CLASS ASNOW155,714$25,1630.23%
133COCA-COLA BOTTLING CO CONSOLCOKE29,535$24,9990.23%
134HEALTHEQUITY INCHQY299,965$24,4860.22%
135CDW CORP/DECDW95,120$24,3300.22%
136AVERY DENNISON CORPAVY107,890$24,0860.22%
137INSTALLED BUILDING PRODUCTS45780R10192,695$23,9830.22%
138INSIGHT ENTERPRISES INCNSIT127,710$23,6930.21%
139MCGRATH RENTCORPMGRC191,190$23,5870.21%
140VALVOLINE INCVVV526,460$23,4640.21%
141UNITED BANKSHARES INCUNTCW649,786$23,2560.21%
142AAON INCAAON261,375$23,0270.21%
143ACADEMY SPORTS & OUTDOORS INASO340,260$22,9810.21%
144WESTERN ALLIANCE BANCORPWAL-PA356,867$22,9070.21%
145SIGNET JEWELERS LTDSIG224,320$22,4480.20%
146COMERICA INC200340107408,206$22,4470.20%
147AGNC Investment Corp00123Q1042,238,010$22,1560.20%
148GILDAN ACTIVEWEAR -AGIL592,935$22,0160.20%
149AXON ENTERPRISE INCAXON69,430$21,7230.20%
150ALLEGION PLCALLE161,170$21,7110.20%
151GATX CORPGATX161,726$21,6760.20%
152KIRBY CORPKEX226,940$21,6320.20%
153THE AZEK CO INC05478C105429,660$21,5780.19%
154ELEMENT SOLUTIONS INCESI857,340$21,4160.19%
155SKECHERS USA INC830566105348,090$21,3240.19%
156RANGE RESOURCES CORPRRC619,290$21,3220.19%
157ADVANCED DRAINAGE SYSTEMS IN00790R104123,408$21,2560.19%
158FIRST AMERICAN FINL CORP31847R102348,010$21,2460.19%
159BRUKER BIOSCIENCES CORPBRKRP225,500$21,1830.19%
160WILLSCOT MOBILE MINI HOLDINGSWSC454,110$21,1160.19%
161CORE & MAIN INC-CLASS ACNM368,075$21,0720.19%
162PROLOGIS INCPLDGP161,509$21,0320.19%
163AGILENT TECHNOLOGIES INCA143,605$20,8960.19%
164AVANTOR INCAVTR812,210$20,7680.19%
165JANUS INTERNATIONAL GROUP INJBI1,362,310$20,6120.19%
166KOSMOS ENERGY LTDKOS3,455,886$20,5970.19%
167ZIONS BANCORP989701107459,168$19,9280.18%
168RAYMOND JAMES FINANCIAL INC754730109154,852$19,8860.18%
169PERFORMANCE FOOD GROUP COPFGC263,590$19,6740.18%
170BEACON ROOFING SUPPLY INC073685109197,555$19,3640.17%
171BWX TECHNOLOGIES INCBWXT187,525$19,2440.17%
172COTY INC-CL ACOTY1,572,367$18,8060.17%
173ULTRA CLEAN HOLDINGSUCTT400,573$18,4020.17%
174VALMONT INDUSTRIES92025310180,060$18,2760.16%
175CHEMOURS CO/THECC694,290$18,2320.16%
176PATTERSON-UTI ENERGY INCPTEN1,518,272$18,1280.16%
177ALAMO GROUP INCALG79,325$18,1120.16%
178KOSMOS ENERGY LTDKOS3,021,165$18,0060.16%
179MFA MORTGAGE INVESTMENTS INC55272X6071,576,102$17,9830.16%
180FRANKLIN ELECTRIC CO INCFELE168,364$17,9830.16%
181FABRINETFN94,900$17,9380.16%
182CENTENNIAL RESOURCE DEVELO-APR1,000,200$17,6640.16%
183COMERICA INC200340107314,680$17,3040.16%
184INSTALLED BUILDING PRODUCTS45780R10166,875$17,3030.16%
185ZIONS BANCORP989701107395,750$17,1760.15%
186HESS CORPHESM112,442$17,1630.15%
187ACADIA HEALTHCARE CO INCACHC216,440$17,1460.15%
188INSIGHT ENTERPRISES INCNSIT91,985$17,0650.15%
189WESTERN ALLIANCE BANCORPWAL-PA265,470$17,0410.15%
190LANDSTAR SYSTEM INCLSTR87,535$16,8730.15%
191SKYLINE CHAMPION CORPSKY198,430$16,8690.15%
192EQUIFAX INCEFX61,510$16,4550.15%
193FEDERAL SIGNAL CORPFSS192,408$16,3300.15%
194STAG INDUSTRIAL INC85254J102416,640$16,0160.14%
195KEMPER CORPKMPB255,800$15,8390.14%
196TECHNIPFMC PLCFTI628,800$15,7890.14%
197ARTISAN PARTNERS ASSET MGMT CL A04316A108343,855$15,7380.14%
198SELECTIVE INSURANCE GROUP816300107143,840$15,7030.14%
199OASIS PETROLEUM INCCHRD87,630$15,6190.14%
200MICROSOFT CORPMSFT37,115$15,6150.14%
201KIRBY CORPKEX163,455$15,5810.14%
202DOORDASH INC - ADASH112,280$15,4630.14%
203ANTERO RESOURCES CORPAR532,055$15,4300.14%
204SKECHERS USA INC830566105250,700$15,3580.14%
205FIRST AMERICAN FINL CORP31847R102250,655$15,3020.14%
206HUBBELL INC CL BHUBB36,850$15,2950.14%
207CORE & MAIN INC-CLASS ACNM265,105$15,1770.14%
208NATIONAL RETAIL PROPERTIES INCNNN348,360$14,8890.13%
209VISTRA CORPVST213,640$14,8800.13%
210JANUS INTERNATIONAL GROUP INJBI981,205$14,8460.13%
211ASGN INCASGN141,580$14,8320.13%
212MICROSOFT CORPMSFT35,230$14,8220.13%
213CRANE CO-W/ICR108,330$14,6390.13%
214ONTO INNOVATION INCONTO80,465$14,5710.13%
215RED ROCK RESORTS INC-CLASS ARRR242,485$14,5050.13%
216MATERION CORPMTRN109,405$14,4140.13%
217RAMBUS INCRMBS232,830$14,3910.13%
218CUSHMAN & WAKEFIELD PLCCWK1,372,925$14,3610.13%
219WESTERN ALLIANCE BANCORPWAL-PA221,955$14,2470.13%
220MONGODB INCMDB39,675$14,2290.13%
221MATADOR RESOURCES COMTDR211,965$14,1530.13%
222EVERCORE PARTNERS INC-CL AEVR73,075$14,0740.13%
223BEACON ROOFING SUPPLY INC073685109142,290$13,9470.13%
224OLD NATL BANCORP680033107800,794$13,9420.13%
225ARES MANAGEMENT CORP - AARES-PB104,660$13,9180.13%
226COMERICA INC200340107252,435$13,8810.13%
227DIAMONDBACK ENERGY INCFANG69,287$13,7310.12%
228RUSH ENTERPRISES INC CL ARUSHB255,502$13,6740.12%
229AXALTA COATING SYSTEMS LTDAXTA390,975$13,4460.12%
230MURPHY OIL USA INCMUR293,880$13,4300.12%
231PROSPERITY BANCSHARES INCPB203,635$13,3950.12%
232CADENCE BANK12740C103457,290$13,2610.12%
233MOTOROLA SOLUTIONS INCMSI37,135$13,1820.12%
234CHEMOURS CO/THECC500,065$13,1320.12%
235COCA-COLA BOTTLING CO CONSOLCOKE15,495$13,1150.12%
236ALAMO GROUP INCALG57,135$13,0460.12%
237KFORCE INCKFRC184,345$13,0000.12%
238NVIDIA CORPNVDA14,365$12,9800.12%
239FABRINETFN68,354$12,9200.12%
240GLOBUS MEDICAL INC - AGMED240,550$12,9030.12%
241HEALTHEQUITY INCHQY157,215$12,8330.12%
242CENTENNIAL RESOURCE DEVELO-APR720,395$12,7220.11%
243AMAZON.COM INCAMZN70,280$12,6770.11%
244ENCORE WIRE CORPECR47,105$12,3780.11%
245MCGRATH RENTCORPMGRC100,160$12,3570.11%
246NVIDIA CORPNVDA13,635$12,3200.11%
247VALVOLINE INCVVV275,675$12,2870.11%
248UNITED BANKSHARES INCUNTCW340,145$12,1740.11%
249LANDSTAR SYSTEM INCLSTR63,050$12,1540.11%
250SKYLINE CHAMPION CORPSKY142,920$12,1500.11%
251SAIA INCSAIA20,730$12,1270.11%
252ZIONS BANCORP989701107278,425$12,0840.11%
253AAON INCAAON137,035$12,0730.11%
254ACADEMY SPORTS & OUTDOORS INASO178,365$12,0470.11%
255AMAZON.COM INCAMZN66,710$12,0330.11%
256MATIV HOLDINGS INCMATV635,173$11,9090.11%
257BWX TECHNOLOGIES INCBWXT114,560$11,7560.11%
258SIGNET JEWELERS LTDSIG117,465$11,7550.11%
259AGNC Investment Corp00123Q1041,171,515$11,5980.10%
260ADVANCED DRAINAGE SYSTEMS IN00790R10467,115$11,5600.10%
261STAG INDUSTRIAL INC85254J102300,085$11,5350.10%
262GILDAN ACTIVEWEAR -AGIL310,385$11,5250.10%
263SAIA INCSAIA19,675$11,5100.10%
264CONSTELLIUM SECSTM519,497$11,4860.10%
265SAIA INCSAIA19,600$11,4660.10%
266DOORDASH INC - ADASH83,182$11,4560.10%
267ALPHABET INC-CL AGOOG75,680$11,4220.10%
268ARTISAN PARTNERS ASSET MGMT CL A04316A108249,500$11,4200.10%
269GATX CORPGATX84,710$11,3540.10%
270OTIS WORLDWIDE CORPOTIS114,045$11,3210.10%
271SELECTIVE INSURANCE GROUP816300107103,600$11,3100.10%
272OASIS PETROLEUM INCCHRD63,115$11,2500.10%
273ROYAL CARIBBEAN CRUISES LTDV7780T10379,945$11,1130.10%
274FLOOR & DECOR HOLDINGS INC-AFND85,555$11,0900.10%
275VERTIV HOLDINGS COVRT134,440$10,9800.10%
276ALPHABET INC-CL AGOOG71,835$10,8420.10%
277NATIONAL RETAIL PROPERTIES INCNNN250,905$10,7240.10%
278NASDAQ INCNDAQ169,588$10,7010.10%
279ASGN INCASGN101,975$10,6830.10%
280AMETEK INCAME58,115$10,6290.10%
281AUTOZONE INCAZO3,344$10,5390.10%
282RED ROCK RESORTS INC-CLASS ARRR174,650$10,4480.09%
283ON SEMICONDUCTOR CORPORATIONON141,210$10,3860.09%
284MONOLITHIC POWER SYSTEMS INC60983910515,330$10,3850.09%
285MATERION CORPMTRN78,800$10,3820.09%
286IQIVA HOLDINGS INCIQV40,991$10,3660.09%
287RAMBUS INCRMBS167,695$10,3650.09%
288CUSHMAN & WAKEFIELD PLCCWK988,850$10,3430.09%
289MATADOR RESOURCES COMTDR152,670$10,1940.09%
290JP MORGAN CHASE & COVYLD50,710$10,1570.09%
291SITEONE LANDSCAPE SUPPLY INCSITE58,150$10,1500.09%
292EVERCORE PARTNERS INC-CL AEVR52,630$10,1360.09%
293MONOLITHIC POWER SYSTEMS INC60983910514,550$9,8560.09%
294COTY INC-CL ACOTY824,010$9,8550.09%
295RUSH ENTERPRISES INC CL ARUSHB184,025$9,8490.09%
296THE WALT DISNEY CO25468710679,730$9,7560.09%
297AXALTA COATING SYSTEMS LTDAXTA281,600$9,6840.09%
298MURPHY OIL USA INCMUR211,665$9,6730.09%
299PROSPERITY BANCSHARES INCPB146,665$9,6480.09%
300JP MORGAN CHASE & COVYLD48,135$9,6410.09%
301ULTRA CLEAN HOLDINGSUCTT209,870$9,6410.09%
302VALMONT INDUSTRIES92025310141,930$9,5720.09%
303CADENCE BANK12740C103329,365$9,5520.09%
304PATTERSON-UTI ENERGY INCPTEN794,870$9,4910.09%
305OREILLY AUTOMOTIVE INC67103H1078,388$9,4690.09%
306COCA-COLA BOTTLING CO CONSOLCOKE11,160$9,4460.09%
307FRANKLIN ELECTRIC CO INCFELE88,135$9,4140.08%
308MFA MORTGAGE INVESTMENTS INC55272X607825,020$9,4130.08%
309SHERWIN WILLIAMSSHW26,995$9,3760.08%
310KFORCE INCKFRC132,775$9,3630.08%
311GLOBUS MEDICAL INC - AGMED173,255$9,2930.08%
312CACI INTERNATIONAL INC CL A12719030424,518$9,2880.08%
313THE WALT DISNEY CO25468710675,675$9,2600.08%
314HEALTHEQUITY INCHQY113,235$9,2430.08%
315VULCAN MATERIALS CO92916010933,775$9,2180.08%
316ALLSTATE CORPALL-PJ52,922$9,1560.08%
317DANAHER CORP23585110236,540$9,1250.08%
318OREILLY AUTOMOTIVE INC67103H1077,961$8,9870.08%
319ACADIA HEALTHCARE CO INCACHC113,350$8,9800.08%
320MCGRATH RENTCORPMGRC72,140$8,9000.08%
321SHERWIN WILLIAMSSHW25,620$8,8990.08%
322INTERCONTINENTAL EXCHANGE INC45866F10464,495$8,8640.08%
323VALVOLINE INCVVV198,555$8,8500.08%
324UNITED BANKSHARES INCUNTCW244,990$8,7680.08%
325ZOETIS INCZTS51,770$8,7600.08%
326MSCI INCMSCI15,535$8,7070.08%
327AAON INCAAON98,700$8,6950.08%
328TECHNIPFMC PLCFTI346,031$8,6890.08%
329ACADEMY SPORTS & OUTDOORS INASO128,465$8,6770.08%
330DANAHER CORP23585110234,680$8,6600.08%
331FEDERAL SIGNAL CORPFSS100,710$8,5470.08%
332CONSTELLIUM SECSTM386,014$8,5350.08%
333BERKSHIRE HATHAWAY INC CL BBRK-A20,245$8,5130.08%
334NATIXIS VAUGHAN NELSON SELECT63875W208250,694$8,4970.08%
335BWX TECHNOLOGIES INCBWXT82,510$8,4670.08%
336SIGNET JEWELERS LTDSIG84,605$8,4660.08%
337MARVELL TECHNOLOGY GROUP LTDMRVL118,825$8,4220.08%
338ACCENTURE LTD CL AACN24,295$8,4210.08%
339INTERCONTINENTAL EXCHANGE INC45866F10461,220$8,4130.08%
340TYLER TECHNOLOGIES INCTYL19,710$8,3770.08%
341AGNC Investment Corp00123Q104843,785$8,3530.08%
342ADVANCED DRAINAGE SYSTEMS IN00790R10448,340$8,3260.08%
343GILDAN ACTIVEWEAR -AGIL223,555$8,3010.07%
344ZOETIS INCZTS49,005$8,2920.07%
345ROYAL CARIBBEAN CRUISES LTDV7780T10359,317$8,2460.07%
346SKECHERS USA INC830566105134,480$8,2380.07%
347MICROSOFT CORPMSFT19,555$8,2270.07%
348GATX CORPGATX61,010$8,1770.07%
349BERKSHIRE HATHAWAY INC CL BBRK-A19,215$8,0800.07%
350ANTERO RESOURCES CORPAR278,620$8,0800.07%
351CORTEVA INCCTVA139,540$8,0470.07%
352ULTA BEAUTY INCULTA15,325$8,0130.07%
353ACCENTURE LTD CL AACN23,060$7,9930.07%
354NASDAQ INCNDAQ125,724$7,9330.07%
355ISHARES RUSSELL 2000 VALUE INDEX FUND46428763049,935$7,9300.07%
356DEXCOM INCDXCM56,400$7,8230.07%
357IQIVA HOLDINGS INCIQV30,923$7,8200.07%
358KINSALE CAPITAL GROUP INC49714P10814,845$7,7900.07%
359WARBY PARKER INC-CLASS AWRBY569,483$7,7510.07%
360DIAMONDBACK ENERGY INCFANG39,075$7,7430.07%
361ONTO INNOVATION INCONTO42,165$7,6350.07%
362CENCORA INCCOR31,265$7,5970.07%
363DEXCOM INCDXCM53,530$7,4250.07%
364REPUBLIC SERVICES INC76075910038,750$7,4180.07%
365UNION PACIFICUNP30,080$7,3980.07%
366KINSALE CAPITAL GROUP INC49714P10814,040$7,3670.07%
367OLD NATL BANCORP680033107419,420$7,3020.07%
368SALESFORCE.COM INCCRM24,200$7,2890.07%
369ON SEMICONDUCTOR CORPORATIONON98,145$7,2190.07%
370REINSURANCE GRP OF AMERI-A75935160437,417$7,2170.07%
371ESTEE LAUDER COS CL A51843910446,470$7,1630.06%
372TFI INTERNATIONAL INC87241L10944,790$7,1420.06%
373COTY INC-CL ACOTY593,495$7,0980.06%
374MATIV HOLDINGS INCMATV376,525$7,0600.06%
375APOLLO GLOBAL MANAGEMENT INC03769M10662,340$7,0100.06%
376UNION PACIFICUNP28,475$7,0030.06%
377ULTRA CLEAN HOLDINGSUCTT151,160$6,9440.06%
378SALESFORCE.COM INCCRM22,970$6,9180.06%
379VALMONT INDUSTRIES92025310130,200$6,8940.06%
380EXTRA SPACE STORAGEEXR46,750$6,8720.06%
381ON SEMICONDUCTOR CORPORATIONON93,155$6,8520.06%
382RANGE RESOURCES CORPRRC198,720$6,8420.06%
383SNOWFLAKE INC-CLASS ASNOW42,325$6,8400.06%
384PATTERSON-UTI ENERGY INCPTEN572,505$6,8360.06%
385NVIDIA CORPNVDA7,565$6,8350.06%
386VULCAN MATERIALS CO92916010924,997$6,8220.06%
387ESTEE LAUDER COS CL A51843910444,105$6,7990.06%
388ALLSTATE CORPALL-PJ39,231$6,7870.06%
389MFA MORTGAGE INVESTMENTS INC55272X607594,220$6,7800.06%
390FRANKLIN ELECTRIC CO INCFELE63,480$6,7800.06%
391AMAZON.COM INCAMZN37,024$6,6780.06%
392ELEMENT SOLUTIONS INCESI267,245$6,6760.06%
393NVENT ELECTRIC PLCNVT87,802$6,6200.06%
394EASTGROUP PROPERTIES INC27727610136,205$6,5090.06%
395SNOWFLAKE INC-CLASS ASNOW40,170$6,4910.06%
396ENCORE WIRE CORPECR24,685$6,4870.06%
397ACADIA HEALTHCARE CO INCACHC81,640$6,4680.06%
398MSCI INCMSCI11,521$6,4570.06%
399SAIA INCSAIA10,920$6,3880.06%
400MARVELL TECHNOLOGY GROUP LTDMRVL88,105$6,2450.06%
401FEDERAL SIGNAL CORPFSS72,535$6,1560.06%
402GALLAGHER A J36357610924,515$6,1300.06%
403CDW CORP/DECDW23,538$6,0210.05%
404ALPHABET INC-CL AGOOG39,866$6,0170.05%
405AVERY DENNISON CORPAVY26,716$5,9640.05%
406CORTEVA INCCTVA103,374$5,9620.05%
407ULTA BEAUTY INCULTA11,359$5,9390.05%
408EQUIFAX INCEFX21,975$5,8790.05%
409ANTERO RESOURCES CORPAR200,675$5,8200.05%
410PROLOGIS INCPLDGP43,675$5,6870.05%
411ONTO INNOVATION INCONTO30,370$5,4990.05%
412CACI INTERNATIONAL INC CL A12719030414,505$5,4950.05%
413MONOLITHIC POWER SYSTEMS INC6098391058,075$5,4700.05%
414INSTALLED BUILDING PRODUCTS45780R10120,920$5,4130.05%
415PROLOGIS INCPLDGP41,420$5,3940.05%
416AXON ENTERPRISE INCAXON17,178$5,3750.05%
417ALLEGION PLCALLE39,886$5,3730.05%
418JP MORGAN CHASE & COVYLD26,715$5,3510.05%
419REINSURANCE GRP OF AMERI-A75935160427,742$5,3510.05%
420THE AZEK CO INC05478C105106,360$5,3410.05%
421INSIGHT ENTERPRISES INCNSIT28,675$5,3200.05%
422TFI INTERNATIONAL INC87241L10933,181$5,2910.05%
423OLD NATL BANCORP680033107302,085$5,2590.05%
424BRUKER BIOSCIENCES CORPBRKRP55,895$5,2510.05%
425AUTOZONE INCAZO1,658$5,2250.05%
426WILLSCOT MOBILE MINI HOLDINGSWSC112,355$5,2250.05%
427APOLLO GLOBAL MANAGEMENT INC03769M10646,177$5,1930.05%
428TYLER TECHNOLOGIES INCTYL12,170$5,1720.05%
429OLD DOMINION FREIGHT LINEODFL23,490$5,1520.05%
430AVANTOR INCAVTR201,276$5,1470.05%
431THE WALT DISNEY CO25468710642,000$5,1390.05%
432AGILENT TECHNOLOGIES INCA34,955$5,0860.05%
433MATIV HOLDINGS INCMATV271,195$5,0850.05%
434EXTRA SPACE STORAGEEXR34,178$5,0240.05%
435OREILLY AUTOMOTIVE INC67103H1074,418$4,9870.05%
436SHERWIN WILLIAMSSHW14,245$4,9480.04%
437RAYMOND JAMES FINANCIAL INC75473010938,291$4,9170.04%
438NVENT ELECTRIC PLCNVT65,039$4,9040.04%
439PERFORMANCE FOOD GROUP COPFGC65,206$4,8670.04%
440KIRBY CORPKEX50,950$4,8570.04%
441EASTGROUP PROPERTIES INC27727610126,830$4,8230.04%
442DANAHER CORP23585110219,250$4,8070.04%
443FIRST AMERICAN FINL CORP31847R10278,135$4,7700.04%
444CORE & MAIN INC-CLASS ACNM82,640$4,7310.04%
445KOSMOS ENERGY LTDKOS788,235$4,6980.04%
446INTERCONTINENTAL EXCHANGE INC45866F10434,000$4,6730.04%
447ENCORE WIRE CORPECR17,780$4,6720.04%
448HESS CORPHESM30,560$4,6650.04%
449JANUS INTERNATIONAL GROUP INJBI305,855$4,6280.04%
450GALLAGHER A J36357610918,462$4,6160.04%
451ZOETIS INCZTS27,265$4,6140.04%
452BERKSHIRE HATHAWAY INC CL BBRK-A10,665$4,4850.04%
453CDW CORP/DECDW17,439$4,4610.04%
454KOSMOS ENERGY LTDKOS748,170$4,4590.04%
455WESTERN ALLIANCE BANCORPWAL-PA69,190$4,4410.04%
456ACCENTURE LTD CL AACN12,800$4,4370.04%
457HESS CORPHESM29,010$4,4280.04%
458AVERY DENNISON CORPAVY19,779$4,4160.04%
459BEACON ROOFING SUPPLY INC07368510944,350$4,3470.04%
460COMERICA INC20034010778,685$4,3270.04%
461DEXCOM INCDXCM29,710$4,1210.04%
462WARBY PARKER INC-CLASS AWRBY302,355$4,1150.04%
463KINSALE CAPITAL GROUP INC49714P1087,810$4,0980.04%
464CHEMOURS CO/THECC155,875$4,0930.04%
465ALAMO GROUP INCALG17,810$4,0670.04%
466FABRINETFN21,305$4,0270.04%
467AXON ENTERPRISE INCAXON12,730$3,9830.04%
468MERCK & CO. INC.MRK30,175$3,9820.04%
469ALLEGION PLCALLE29,549$3,9810.04%
470CENTENNIAL RESOURCE DEVELO-APR224,555$3,9660.04%
471THE AZEK CO INC05478C10578,792$3,9570.04%
472KEMPER CORPKMPB63,540$3,9340.04%
473RANGE RESOURCES CORPRRC113,533$3,9090.04%
474UNION PACIFICUNP15,840$3,8960.04%
475BRUKER BIOSCIENCES CORPBRKRP41,443$3,8930.04%
476WILLSCOT MOBILE MINI HOLDINGSWSC83,287$3,8730.03%
477AGILENT TECHNOLOGIES INCA26,393$3,8400.03%
478SALESFORCE.COM INCCRM12,745$3,8390.03%
479ABBVIE INCABBV21,075$3,8380.03%
480AVANTOR INCAVTR149,238$3,8160.03%
481ON SEMICONDUCTOR CORPORATIONON51,700$3,8030.03%
482HUBBELL INC CL BHUBB9,135$3,7910.03%
483LANDSTAR SYSTEM INCLSTR19,650$3,7880.03%
484SKYLINE CHAMPION CORPSKY44,550$3,7870.03%
485ESTEE LAUDER COS CL A51843910424,480$3,7740.03%
486ZIONS BANCORP98970110786,790$3,7670.03%
487VISTRA CORPVST52,852$3,6810.03%
488RAYMOND JAMES FINANCIAL INC75473010928,371$3,6430.03%
489CRANE CO-W/ICR26,813$3,6230.03%
490SNOWFLAKE INC-CLASS ASNOW22,315$3,6060.03%
491PERFORMANCE FOOD GROUP COPFGC48,301$3,6050.03%
492STAG INDUSTRIAL INC85254J10293,540$3,5960.03%
493SAIA INCSAIA6,110$3,5740.03%
494ARTISAN PARTNERS ASSET MGMT CL A04316A10877,775$3,5600.03%
495MONGODB INCMDB9,840$3,5290.03%
496SELECTIVE INSURANCE GROUP81630010732,295$3,5260.03%
497OASIS PETROLEUM INCCHRD19,675$3,5070.03%
498ARES MANAGEMENT CORP - AARES-PB25,898$3,4440.03%
499NATIONAL RETAIL PROPERTIES INCNNN78,210$3,3430.03%
500ASGN INCASGN31,790$3,3300.03%